Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

SUNDARAM MEDIUM DURATION FUND Regular Plan vs Axis Strategic Bond Fund compare

Link copied to clipboard!

tortoise-icon Axis Strategic Bond Fund - Regular Plan - Growth Option

Invest Now

tortoise-icon SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Axis Strategic Bond Fund - Regular Plan - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Fund Axis Strategic Bond Fund - Regular Plan - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderate
Asset Size (Cr) ₹1981 Cr ₹44 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹250
Min Addl Investment ₹100 ₹500
Launch Date 28 Mar 2012 18 Dec 1997
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Medium Duration Debt Index C-III Nifty Medium Duration Debt Index A-III
Turn Over 20% 78%
Expense Ratio 1.16 2.19
Manager Devang Shah Dwijendra Srivastava
ISIN Code INF846K01BP2 INF903J01FQ2
Exits Load Axis Strategic Bond Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Sundaram Medium Duration Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Axis Strategic Bond Fund - Regular Plan - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
1 Month 1.26% 1.01%
6 Month 4% 2.86%
1 Year 8.72% 6.54%
3 Year 7.03% 4.63%
5 Year 6.95% 4.24%

SIP Return Analysis

Scheme Name Axis Strategic Bond Fund - Regular Plan - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
6 Month 2.66% 2.09%
1 Year 9.03% 6.91%
3 Year 8.23% 6.08%
5 Year 7.22% 4.75%

Rolling Lumpsum Returns

Scheme Name Axis Strategic Bond Fund - Regular Plan - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
1 Year 7.47% 6.57%
3 Year 7.81% 6.49%
5 Year 7.98% 6.63%

Risk Management

Scheme Name Axis Strategic Bond Fund - Regular Plan - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Standard Deviation 1.313% 1.81%
Sharp 0.198% -1.215%
Beta 1.108% 1.575%
Alpha 0.308% -1.945%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Axis Strategic Bond Fund - Regular Plan - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Name Devang Shah Dwijendra Srivastava
Total AUM ₹60014 Cr ₹14140 Cr
Funds Managed 15 14
Axis Strategic Bond Fund - Regular Plan - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Market Cap

Scheme Name

Axis Strategic Bond Fund - Regular Plan - Growth Option

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

Axis Strategic Bond Fund - Regular Plan - Growth Option

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Others 99.59 100
Financial Services 0.41 -

Top Comparisons

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

3Y Returns21.37%

VS

HDFC Infrastructure Fund - Growth Plan HDFC Infrastructure Fund - Growth Plan

3Y Returns29.8%

Compare Now

PGIM India Balanced Advantage Fund - Regular Growth PGIM India Balanced Advantage Fund - Regular Growth

3Y Returns7.82%

VS

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

3Y Returns10.77%

Compare Now

Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth

3Y Returns5.94%

VS

Mirae Asset Dynamic Bond Fund-Regular Plan Growth Mirae Asset Dynamic Bond Fund-Regular Plan Growth

3Y Returns5.06%

Compare Now

Sundaram Short Duration Fund Regular Growth Sundaram Short Duration Fund Regular Growth

3Y Returns6.51%

VS

LIC MF Short Term Debt Fund Regular - Growth LIC MF Short Term Debt Fund Regular - Growth

3Y Returns5.7%

Compare Now
Add to Cart Successfully